iShares U.S. Carbon Transition Readiness Aware Active ETF
$83.29+0.04 (+0.05%)
- 0.30%
- $1.2B
- +18.2%
- 0.95%
- 0.1M sh
- $83.35
- low $67.95high $83.80
The ETF.net LCTU Grade
A
Score 78 out of 100
- 7 of 127
Score 78 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A85 out of 100Rank 19 of 127Mission
Whether the fund did what it promised, tested against its stated mandate.A79 out of 100Rank 18 of 48Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B57 out of 100Rank 48 of 126Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A84 out of 100Rank 7 of 127Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A81 out of 100Rank 18 of 124Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A86 out of 100Rank 11 of 127
Our read on LCTU
AThe ETF that showed up with the biggest first day in fund history. BlackRock scores Russell 1000 companies on how ready they are for a low-carbon economy, then over- and underweights about 300 of them.
LCTU pursues long-term capital growth through U.S. large- and mid-cap equities that BlackRock judges more capable of benefiting from the shift toward a low-carbon economy.
Why people hold it
- 0.30% a year for active management, less than half the typical fee in its active US large-cap peer group.
- Not a sector purge: it starts from the Russell 1000 and tilts weights, so you keep broad large- and mid-cap US exposure across about 300 names.ishares.com
- Seeded in 2021 by a consortium of institutions including CalSTRS, and it has stayed a multi-billion-dollar fund since.nasdaq.com
- Sits among the strongest-rated active US equity ETFs we cover, with steady trading and quarterly distributions.
Worth knowing
- The readiness scores are BlackRock's own model, not a published index rulebook you can audit line by line.
- Cheap for active, but core active peers like DFAU (0.12%) and AVLC (0.15%) cost less if the climate tilt is not the point.
- All-equity and US-only: it moves with the broad market, and the carbon tilt can push results away from the Russell 1000 in either direction.
LCTU Holdings
- Stocks
- 325
- 35%
- NVDA
Geography
- United States98.38%
- Ireland1.14%
- Bermuda0.13%
- Puerto Rico0.08%
- Sweden0.08%
- Brazil0.08%
- Luxembourg0.06%
- Cayman Islands0.04%
LCTU Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.
LCTU$11,825
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | LCTU |
|---|---|
| Year to date | +13.1% |
| 1 month | +1.6% |
| 3 months | +2.8% |
| 1 year | +18.2% |
| 3 years | +21.9% |
| 5 years | +12.4% |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | LCTU |
|---|---|---|
| 2026 YTD | +13.1% | |
| 2025 | +17.0% | |
| 2024 | +24.0% | |
| 2023 | +25.4% | |
| 2022 | −20.0% | |
| 2021 | +17.5% |
LCTU in the news
LCTU Dividends
- 0.95%
- $0.79
- $0.20 per share
- Quarterly
Distribution history
LCTU Risk
- 12.7%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.27
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −25.9%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.01
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
LCTU Cost
0.30%
LCTU0.30%
- The middle half of US Active Equity funds
- Median 0.70%
17 of the 123 US Active Equity funds charge less.
Other funds in US Active Equity
- AEBILongview Advantage ETFExpense ratio 0.34%1 year return +26.9%
- AAPUEActivePassive U.S. Equity ETFExpense ratio 0.31%1 year return +21.2%
- APQUSPictet AI Enhanced US Equity ETFExpense ratio 0.22%1 year return —
- ANOEQNorthern Trust US Equity ETFExpense ratio 0.12%1 year return —
- ATCAFT. Rowe Capital Appreciation Equity ETFExpense ratio 0.31%1 year return +16.5%